Civic Intelligence

Naval Undersea Museum Foundation Naval Historical Center

990EZ • Fiscal year 2015 • EIN 91-1097493

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

PO Box 408Keyport, WA 98345-0408

(360) 697-1129

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$9,240

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-8.9%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$29,738

Down $27,357 (-48%) from 2014

Net Assets

Down

$28,480

Down $26,462 (-48%) from 2014

Liabilities

Down

$1,258

Down $895 (-42%) from 2014

Revenue

Down

$59,362

Down $5,811 (-8.9%) from 2014

Expenses

Down

$85,816

Down $3,685 (-4.1%) from 2014

Net Income

Down

-$26,454

Down $2,126 (-8.7%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $129,081Liabilities 2010: $2,426Net Assets 2010: $126,6552010Assets 2011: $120,621Liabilities 2011: $1,651Net Assets 2011: $118,9702011Assets 2012: $103,609Liabilities 2012: $1,595Net Assets 2012: $102,0142012Assets 2013: $80,514Liabilities 2013: $1,244Net Assets 2013: $79,2702013Assets 2014: $57,095Liabilities 2014: $2,153Net Assets 2014: $54,9422014Assets 2015: $29,738Liabilities 2015: $1,258Net Assets 2015: $28,4802015Assets 2016: $35,887Liabilities 2016: $1,170Net Assets 2016: $34,7172016Assets 2017: $42,135Liabilities 2017: $2,411Net Assets 2017: $39,7242017Assets 2018: $46,798Liabilities 2018: $1,067Net Assets 2018: $45,7312018Assets 2019: $53,813Liabilities 2019: $763Net Assets 2019: $22,8622019Assets 2020: $42,611Net Assets 2020: $42,6112020Assets 2021: $62,630Liabilities 2021: $833Net Assets 2021: $61,7972021Assets 2022: $66,636Liabilities 2022: $1,024Net Assets 2022: $65,6122022Assets 2023: $86,822Liabilities 2023: $1,328Net Assets 2023: $85,4942023Assets 2024: $91,924Liabilities 2024: $2,455Net Assets 2024: $89,4692024

Highlighted filing

2015

Assets$29,738
Liabilities$1,258
Net Assets$28,480

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $133,966Expenses 2010: $146,257Net Income 2010: -$12,2912010Revenue 2011: $77,262Expenses 2011: $84,947Net Income 2011: -$7,6852011Revenue 2012: $71,146Expenses 2012: $88,102Net Income 2012: -$16,9562012Revenue 2013: $60,366Expenses 2013: $81,791Net Income 2013: -$21,4252013Revenue 2014: $65,173Expenses 2014: $89,501Net Income 2014: -$24,3282014Revenue 2015: $59,362Expenses 2015: $85,816Net Income 2015: -$26,4542015Revenue 2016: $64,009Expenses 2016: $57,772Net Income 2016: $6,2372016Revenue 2017: $67,623Expenses 2017: $60,773Net Income 2017: $6,8502017Revenue 2018: $85,993Expenses 2018: $80,050Net Income 2018: $5,9432018Revenue 2019: $77,378Expenses 2019: $100,247Net Income 2019: -$22,8692019Revenue 2020: $17,520Expenses 2020: $27,959Net Income 2020: -$10,4392020Revenue 2021: $49,861Expenses 2021: $30,675Net Income 2021: $19,1862021Revenue 2022: $78,393Expenses 2022: $74,578Net Income 2022: $3,8152022Revenue 2023: $109,033Expenses 2023: $89,151Net Income 2023: $19,8822023Revenue 2024: $106,478Expenses 2024: $101,114Net Income 2024: $5,3642024

Highlighted filing

2015

Revenue$59,362
Expenses$85,816
Net Income-$26,454
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$100,064
Mission and Program Overview

Mission

The mission of the foundation is to support, promote and advance the mission of the museum by raising, managing and disbursing private gifts for the benefit of the museum. These gifts provide a margin of excellence in support of the strategic institutional priorities as identified by the naval history and heritage command (nhhc), foundation and membership of the museums' advisory council (mac) per opnav instruction 5755.1. It is the continuing intent of the foundation to provide funds and in kind support for the museum and its programs. In meeting its mission goals, the foundation seeks to nurture relationships with potential donors and friends of the museum, contribute the personal efforts of its members to the museum and its outreach programs, solicit gifts of all types from individuals and legal entities, inquire as to availability of other private resources which will benefit the museum or its collections and acknowledge and steward the offerings and/or gifts it receives in accorda

Preserve, collect and interpret naval undersea history, science and operations.

Program Services

DescriptionGrantsExpenses
OPERATION OF NAVAL MUSEUM GIFT STORE FOR MUSEUM VISITORS TO PURCHASE MEMORABILIA, BOOKS, EDUCATIONAL ITEMS, SCIENCE TOYS AND OTHER MERCHANDISE RELATED TO THE MISSION OF THE MUSEUM.-$36,114
CONSTRUCTION AND MAINTENANCE OF NAVAL UNDERSEA MUSEUM AUDITORIUM, EXHIBITS AND LIBRARY. DISTINGUISHED SPEAKERS SERIES 4-5 TIMES/YEAR WHERE MUSEUM HOSTS AN AUTHOR OR SPEAKER; ATTENDANCE VARIES FROM 30-250.-$14,440
SCIENCE EDUCATION ALLIANCE (SEA) AND REMOTELY OPERATED VEHICLE (ROV) PROGRAMS: HANDS-ON LEARNING SESSIONS AT THE NAVAL MUSEUM AND THE LABORATORY OF THE MARINE SCIENCE.-$12,402
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS BETTYE J SHIFRINSecretary/Treasurer-$9,240-$9,240
MR ROBERT ANDERSONTrustee-$0--
MR THEODORE C BARREAUXVice President-$0--
MR ALAN BEAMVice President-$0--
MR JOHN A BOGENExecutive Vice President-$0--
CAPT LARRY J CARTER USN RETTrustee-$0--
MR DONALD CHALUPKATrustee-$0--
RADM GEORGE W DAVIS VI USNRETTrustee-$0--
RDML CRAIG DORMAN USN RETTrustee-$0--
CAPT RONALD M KRELL USN RETPresidentPT$0--
CAPT ROBERT W HOAG II USNRETTrustee-$0--
CAPT WILLIS A LENT JR USNRETVice President-$0--
CAPT MICHAEL J MATTHEWS USNRETTrustee-$0--
MR BRUCE RIGGINSTrustee-$0--
DR WAYNE M SANDSTROMVice President-$0--
CAPT CHARLES H WILBUR USNRETVice President-$0--
RADM WILLIAM C CARLSON USN RETTrustee-$0--
MR JOHN H DALTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Naval Undersea Museum Foundation
EIN
91-1097493
Phone
3606971129
Address
PO BOX 408, KEYPORT, WA 98345-0408

Signing Officer

Name
Capt Ronald M Krell Usn Ret
Title
President
Phone
3606971129
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Accounting Group
Address
PO BOX 846, POULSBO, WA 98370-0846
Preparer
Kathie Barbaro CPA
Phone
3607793506
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

COMPUTER EXPENSES 333.

Form 990EZ, Part I, Line 16

INSURANCE 1896.

Form 990EZ, Part I, Line 16

LICENSES 51.

Form 990EZ, Part I, Line 16

MEETING EXPENSE 390.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 362.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 1140.

Form 990EZ, Part I, Line 16

Program service expense 27450.

Form 990EZ, Part I, Line 16

VOLUNTEER EXPENSE 5510.

Form 990EZ, Part I, Line 16

The taxpayer elects to make the de minimis

Form 990EZ, Part I, Line 16

Safe harbor election under regulation

Form 990EZ, Part I, Line 16

1.263(a)-1(f).

Form 990EZ, Part I, Line 20

Nondeductible penalties -8.

Form 990EZ, Part II, Line 24

Museum store-inventory 19924. 17074.

Form 990EZ, Part II, Line 26

Museum foundation-payroll liabilities 180. 165.

Form 990EZ, Part II, Line 26

Museum store-excise tax payable 429. 386.

Form 990EZ, Part II, Line 26

Museum store-payroll liabilities 1008. 595.

Form 990EZ, Part II, Line 26

Museum store-accounts payable 536. 112.

Raw XML Appendix265 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS 362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES 1140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM SERVICE EXPENSE 27450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VOLUNTEER EXPENSE 5510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE TAXPAYER ELECTS TO MAKE THE DE MINIMIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SAFE HARBOR ELECTION UNDER REGULATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt101.263(a)-1(f).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NONDEDUCTIBLE PENALTIES -8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MUSEUM STORE-INVENTORY 19924. 17074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MUSEUM FOUNDATION-PAYROLL LIABILITIES 180. 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MUSEUM STORE-EXCISE TAX PAYABLE 429. 386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MUSEUM STORE-PAYROLL LIABILITIES 1008. 595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MUSEUM STORE-ACCOUNTS PAYABLE 536. 112.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PersonNm0CAPT RONALD M KRELL USN RET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606971129
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAVAL UNDERSEA MUSEUM FOUNDATION
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ACCOUNTING GROUP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POULSBO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0983700846
ReturnHeader/PreparerPersonGrp/PhoneNum03607793506
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHIE BARBARO CPA
ReturnHeader/ReturnTs02016-05-27T15:15:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.89$1.06$1.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.85$1.09$0.89$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.78$0.75$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$0.50$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.18$0.28$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.23$0.77$1.00$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.86$0.80$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.68$0.61$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.64$0.58$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.28$0.59$0.86$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$0.65$0.90$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.79$0.60$0.82$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.02$1.02$0.71$0.88$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.02$1.19$0.77$0.85$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.02$1.27$1.34$1.46$0.12